Monthly Archives: May 2011

Prioritizing Activities

Many of you use GoldMine as your “virtual memory”, using GoldMine to help us manage what you need to do and when.  This basic feature has been around since the very first PIM (Personal Information Manager).  Some of you use the calendar and others the Activities List.  For those of you who, for example, have a large volume of calls to make, there is a not-so-well-known feature in GoldMine that lets you prioritize your calls by its “level of importance”.

When you schedule a basic activity, such as a call, you can place a letter in the Time field.  When you do so, GoldMine changes the label of the field to Priority.
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Now you can organize your calls by level of importance.  For example, your A priority calls can be your HOT leads, your B=Warm, C=Cold, and so on.

That’s all there is to it.
Enjoy and Happy GoldMining!!

 

Setting up Different E-Mail Templates for New Messages, Replies, and Forwards

E-Mail templates are a great solution for automating the closing section of your e-mails.  In previous blog posts, we showed you how to create e-mail templates, e-mail templates with html logos, and e-mail templates with merge codes. Here they are again as a refresher:

Creating E-Mail Templates

HTML Images in E-Mail Templates

Typically, we teach our clients to create 2-3 templates for their signature files.  One for New messages, one for Replies, and optionally one for Forwards.. though the reply template can be used for forwards as well.  We subscribe to the philosophy that as you are exchanging e-mails, your recipients really don’t need ALL your contact info, logo, quotes, icons, etc… EACH AND EVERY TIME.  So your New e-mail templates have all the cool info.

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However, your reply template can be nice and simple.

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If you and your contact are quoting each previous text with each back and forth, you will both appreciate the reduced clutter. So will your database and your printer.

Once you create both templates, you can set them as defaults for your various message types.  Right from within the Document Management Center, right-click the desired template, click Set as Default, and choose which default you want to set (New, Reply, or Forward).

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That’s all there is to it.
Enjoy and Happy GoldMining!!